Retirement planning

From home repairs to transportation, here's what seniors spend more on than they expect.

The 4% rule isn't the only option. Plus, one counterintuitive idea says retirees can live larger this year.

When it comes to accommodating older employees, not all jobs are created equal. Luckily, new research has ranked them for us.

A young lawyer in upstate New York wants to save in a Roth individual retirement account, but his salary is about to push him over the income limit. What should he do?

Millions of Americans take care of their aging parents, at great cost to their own nest eggs. That's where wealth managers come in.

Rising prices eat away at savings. But don't despair — financial advisors say there are many ways to protect and even expand a long-term nest egg.

A video producer in New York has a new job and a new retirement plan. Can, and should, he consolidate his savings?

The cost-of-living adjustment, which was celebrated for its generosity last year, is looking less and less miraculous as prices keep rising.

Women enroll in their workplace retirement plans more than men, and typically contribute more of their income. Why are they still falling behind?

An in-depth look at the provisions of the new act and how they impact retirement planning.

Millions of the oldest members of the cohort have roughly 10 good working years left to stockpile for their golden years. And many are in trouble.

Many Americans are reducing their long-term savings in order to pay daily bills. Advisors say there's a way to do both at once.

There are few metro areas in the United States where one can retire on less than $1 million.

Even broaching the subject improves a client's ability to plan more realistically for longevity risk, research shows.

Additionally, one in three adults with long-term nest eggs pulled out money for daily living costs, a U.S. News & World Report survey found

For the wealth management industry, 2022 was a historically difficult year. How will advisors bounce back in 2023?

While the new law makes some small fixes, it does little to help the 60 million Americans without retirement plans.

After months of delay, Congress has passed its landmark retirement legislation. Here's what advisors should know about it.

Few topics in retirement are as polarizing as the "A" word. We asked advisors to weigh in.